Shipping and Energy Newsletter - Autumn Edition 2026

Directly affected

• No company is named in this report.

Indirectly affected

• ZIM ZIM Integrated Shipping

  Container lines are exposed when a shipping lane is disrupted

• MATX Matson

  Container lines are exposed when a shipping lane is disrupted

• DAC Danaos

  Ship owners earn more when vessels are tied up longer

• GSL Global Ship Lease

  Ship owners earn more when vessels are tied up longer

• XOM Exxon Mobil

  Oil producers earn more when crude prices rise

• CVX Chevron

  Oil producers earn more when crude prices rise

• SBLK Star Bulk Carriers

  Dry-bulk carriers move with commodity shipping demand

• GOGL Golden Ocean

  Dry-bulk carriers move with commodity shipping demand

• OXY Occidental Petroleum

  Oil producers earn more when crude prices rise

• COP ConocoPhillips

  Oil producers earn more when crude prices rise

Price reaction, T-5 to T+3